Apple supplier Texas Instruments to make historic investment of more than $60 billion across seven American semiconductor fabs

An employee monitors a wafer transfer at one of Texas Instruments’ 300mm semiconductor fabs in Sherman, Texas, SM1.
Texas Instruments on Wednesday announced its plans to invest more than $60 billion across seven American semiconductor fabs, making this the largest investment in foundational semiconductor manufacturing in American history. Working with the Trump administration and building on the company’s nearly 100-year legacy, TI is expanding its American manufacturing capacity to supply the growing need for semiconductors that will advance critical innovations from vehicles to smartphones to data centers. Combined, TI’s new manufacturing mega-sites in Texas and Utah will support more than 60,000 American jobs.
“TI is building dependable, low-cost 300mm capacity at scale to deliver the analog and embedded processing chips that are vital for nearly every type of electronic system,” said Haviv Ilan, president and CEO of Texas Instruments, in a statement. “Leading U.S. companies such as Apple, Ford, Medtronic, NVIDIA and SpaceX rely on TI’s world-class technology and manufacturing expertise, and we are honored to work alongside them and the U.S. government to unleash what’s next in American innovation.”
“For nearly a century, Texas Instruments has been a bedrock American company driving innovation in technology and manufacturing,” said U.S. Secretary of Commerce, Howard Lutnick, in a statement. “President Trump has made it a priority to increase semiconductor manufacturing in America – including these foundational semiconductors that go into the electronics that people use every day. Our partnership with TI will support U.S. chip manufacturing for decades to come.”
Apple CEO Tim Cook
“Texas Instruments’ American-made chips help bring Apple products to life, and together, we’ll continue to create opportunity, drive innovation, and invest in the future of advanced manufacturing across the U.S.,” said Apple CEO Tim Cook in a statement.

Today, TI is the largest foundational semiconductor manufacturer in the U.S., producing analog and embedded processing chips that are critical for smartphones, vehicles, data centers, satellites and nearly every other electronic device. In order to meet the steadily growing demand for these essential chips, TI is building on its legacy of technology leadership and expanding its U.S. manufacturing presence to help its customers pioneer the next wave of technological breakthroughs.
Ford and TI are working to strengthen American manufacturing, combining Ford’s automotive expertise with TI’s semiconductor technology to help drive innovation and secure a robust, domestic supply chain for the future of mobility. “At Ford, 80% of the vehicles we sell in the U.S. are assembled in the U.S., and we are proud to stand with technology leaders like TI that continue to invest in manufacturing in the U.S.,” said Jim Farley, President and CEO of Ford Motor Company, in a statement.
Medtronic and TI are partnering to improve lives when it matters most. “At Medtronic, our life-saving medical technologies rely on semiconductors to deliver precision, performance, and innovation at scale,” said Geoff Martha, Medtronic chairman and CEO, in a statement. “Texas Instruments has been a vital partner – especially during the global chip shortages – helping us maintain supply continuity and accelerate the development of breakthrough therapies. We’re proud to leverage TI’s U.S.-manufactured semiconductors as we work to transform healthcare and improve outcomes for patients around the world.”
NVIDIA is partnering with TI to unleash the next generation of artificial intelligence architectures. “NVIDIA and TI share the goal to revitalize U.S. manufacturing by building more of the infrastructure for AI factories here in the U.S.,” said Jensen Huang, founder and CEO of NVIDIA, in a statement. “We look forward to continuing our collaboration with TI by developing products for advanced AI infrastructure.”
SpaceX is increasingly leveraging TI’s high-speed process technology to connect its Starlink satellite internet service with TI’s latest 300mm SiGe technology manufactured in Sherman, Texas. “Our fundamental mission is to revolutionize global connectivity and eliminate the digital divide. Core to this mission is constantly pushing the boundaries of what is possible,” said Gwynne Shotwell, president and COO of SpaceX, in a statement. “SpaceX is manufacturing tens of thousands of Starlink kits a day – all right here in the U.S. – and we are making huge investments in PCB manufacturing and silicon packaging to expand even further. TI’s U.S.-made semiconductors are crucial for securing a U.S. supply chain for our products, and their advanced silicon manufacturing capabilities provide the performance and reliability needed to help us meet the growing demand for high-speed internet all around the world.”
Texas Instruments’ new 300mm semiconductor fabs in Sherman, Texas, SM1 and SM2.
Backed by the strength of TI’s American manufacturing presence
TI is a driving force behind the return and expansion of semiconductor manufacturing in America. The company’s more than $60 billion investment in American manufacturing includes building and ramping seven, large-scale, connected fabs. Combined, these fabs across three manufacturing mega-sites in Texas and Utah will manufacture hundreds of millions of American-made chips daily that will ignite a bold new chapter in American innovation.
Sherman, Texas: SM1, TI’s first new fab in Sherman will begin initial production this year, just three years after breaking ground. Construction is also complete on the exterior shell of SM2, TI’s second new fab in Sherman. Incremental investment plans include two additional fabs, SM3 and SM4, to support future demand.
Richardson, Texas: TI’s second fab in Richardson, RFAB2, continues to ramp to full production and builds on the company’s legacy of introducing the world’s first 300mm analog fab, RFAB1, in 2011.
Lehi, Utah: TI is ramping LFAB1, the company’s first 300mm wafer fab in Lehi. Construction is also well underway on LFAB2, TI’s second Lehi fab that will connect to LFAB1.
MacDailyNews Note: Texas Instruments (TI) supplies several types of chips for Apple products, primarily focusing on analog and embedded processing components. Based on available information, here are the key chips TI provides for Apple:
• Power Management Chips: TI produces power management integrated circuits (PMICs) for various Apple devices, including iPhones, iPads, and the Apple Vision Pro. These chips manage power distribution, battery efficiency, and voltage regulation, ensuring optimal performance and energy efficiency. For instance, TI was reported to have started production of power management chips for the iPhone 5 as early as 2012, and they are a major supplier for the Vision Pro’s power management needs.
• Touchscreen Controllers: TI supplies touchscreen controller chips for Apple’s iPhones and iPads. These chips enable precise touch input detection, critical for the responsive displays in devices like the iPhone 4S and later models.
• Control Devices: TI provides control chips for Apple products, such as those used in iPads, which help manage various system functions. These are part of TI’s broader portfolio of embedded processors.
• Analog Chips: TI is a leading supplier of analog chips, which are used in Apple products to process real-world signals like sound, temperature, and pressure. These chips are integral for amplifying, filtering, and converting signals, supporting features like audio processing and sensor integration in devices such as iPhones, iPads, and the Apple Pencil Pro.
• Components for Specialized Devices: TI’s chips are also found in Apple’s Vision Pro, particularly for power management, and in the Apple Pencil Pro, where they contribute to high-performance functionality through specialized analog components.
In the past, and perhaps continuing today, Apple has been TI’s largest single customer, with a strong correlation between TI’s revenue spikes and iPhone launches. TI’s chips are manufactured in facilities like their new 300mm wafer fabs in Sherman, Texas, and Lehi, Utah, which produce analog and embedded processing chips critical for Apple’s ecosystem.
While specific chip models for the latest Apple products (e.g., iPhone 16 or Vision Pro) are not always publicly detailed, TI’s role in supplying power management, touchscreen controllers, and analog chips reportedly remains consistent across Apple’s product lineup, including iPhones, iPads, Apple Watches, and newer devices like the Vision Pro and Apple Pencil Pro.

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